The weekend read: A year of solar uncertainty in the US – pv magazine International

About 80% of the US supply of crystalline silicon solar modules come from four Southeast Asian nations: Malaysia, Vietnam, Thailand, and Cambodia. Over the last year, suppliers with operations in these nations have come under investigation for suspected AD/CVD violations by harboring tariff-dodging Chinese solar goods.

Tariffs related to AD/CVD violations have historically been high. The current AD rate for Chinese companies found in violation can reach 238.95% of the cost of goods. Dating back to 2012, solar tariffs on Chinese antidumping have ranged from less than 1% to over 100%. In 2017-18, major suppliers Trina Solar were 92.5%, Risen Energy 100.79%, Canadian Solar 95.5%, JinkoSolar 95.5%. With this threat in mind, the US solar industry paid close attention to two major AD/CVD cases that proceeded through the last year.

On June 5, the Biden administration announced a 24-month tariff exemption, alleviating some of the near-term supply chain pressures and reopening PV panel supply. Commerce is still investigating the case, but no tariffs will be levied under that time frame if violations are found. Projects that were considered all but cancelled have since resumed as a result.

The weekend read: A year of solar uncertainty in the US – pv magazine International